Senior Wealth Advisor - UHNW Client Relationships

U.S. Bank; San Jose (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a senior Wealth Management executive to retain and grow relationships with high net worth clients in a dynamic team environment.

You will assemble Banking, Trust and Investment professionals around each client to meet their complex needs and deliver tailored wealth advice. The role requires extensive industry experience, adherence to NMLS/SAFE Act standards, and the ability to drive business while maintaining high ethical and professional standards.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years in high and ultra-high net worth wealth management.
• Strong relationship management and business development skills.

Responsibilities

• Retention and growth of medium to large size high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around the client to meet and exceed client needs.
• Provide counsel and expert advice in all areas of Wealth Management; comply with NMLS/SAFE Act requirements.

Skills

Relationship management

Networking

Business development

Analytical skills

Communication skills

Independent decision making

CFA/CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank seeks a senior Wealth Management executive to retain and grow relationships with high net worth clients in a dynamic team environment.

You will assemble Banking, Trust and Investment professionals around each client to meet their complex needs and deliver tailored wealth advice. The role requires extensive industry experience, adherence to NMLS/SAFE Act standards, and the ability to drive business while maintaining high ethical and professional standards.